The One Minute Financial Planner

Author : Joel Redmond
Publisher : Xlibris Corporation
Page : 150 pages
File Size : 51,8 Mb
Release : 2011-03-28
Category : Business & Economics
ISBN : 9781456866464

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The One-Minute Financial Planner by Joel Redmond Pdf

Bloomberg says “sell”, but CNBC says “buy”. “Don’t you dare tap your home equity!” says one money expert. “Home equity line rates are at all time lows,” the other expert says. Who are you supposed to believe? Does this sound familiar to you? If so, The One-Minute Financial Planner is for you. Written to bridge the gap arising from a school system lacking in sound money management principles, The One Minute-Financial Planner is filed with useful truths and actionable, easy-to-implement steps that will help make any reader more financially confident. Divided into six general segments, the articles inside the book will help you address misconceptions about dozens of situations that arise every day, whether it’s using a stop-loss order for your biggest stock position or figuring out if your revocable living trust does everything you want it to. The One-Minute Financial Planner is practice, not theory. Written by a practicing financial planner with over six years’ experience at two major Wall Street firms, it breaks down the complex world of finance into sixty common misconceptions people have about investing, planning, and retirement. Best of all, each topic is short, clear, and ends with several real-world, right-now things you can do to improve your financial literacy. Got a minute? Spend it with the One Minute Financial Planner. Your financial well-being may depend on it.

Author : Carl Richards
Publisher : Portfolio
Page : 226 pages
File Size : 52,6 Mb
Release : 2015-03-31
Category : Business & Economics
ISBN : 9781591847557

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The One-Page Financial Plan by Carl Richards Pdf

Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.

Author : Steve Moore
Publisher : John Wiley & Sons
Page : 256 pages
File Size : 49,7 Mb
Release : 2010-10-05
Category : Business & Economics
ISBN : 9780470930144

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Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) by Steve Moore Pdf

A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.

Author : Bill Bachrach
Publisher : Unknown
Page : 174 pages
File Size : 50,5 Mb
Release : 2000
Category : Business & Economics
ISBN : 1887006036

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Values-based Financial Planning by Bill Bachrach Pdf

Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...

Author : John E. Grable,Joseph W. Goetz
Publisher : John Wiley & Sons
Page : 244 pages
File Size : 44,9 Mb
Release : 2017-02-21
Category : Business & Economics
ISBN : 9781119350781

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Communication Essentials for Financial Planners by John E. Grable,Joseph W. Goetz Pdf

Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.

Author : Daniel C. Finley
Publisher : Lulu.com
Page : 475 pages
File Size : 52,9 Mb
Release : 2011-12
Category : Business & Economics
ISBN : 9781257837229

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101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! by Daniel C. Finley Pdf

101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.

Author : Cheng F. Lee,Alice C. Lee
Publisher : Center for PBBEFR & Airiti Press
Page : 128 pages
File Size : 42,8 Mb
Release : 2012-12-01
Category : Business & Economics
ISBN : 9789866286605

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Advances in Financial Planning and Forecasting (New Series) Vol．5 by Cheng F. Lee,Alice C. Lee Pdf

Advances in Financial Planning and Froecasting (New Series) is an annual publication designed to disseminate developments in the area of financial analysis, planning, and forecasting. The publication is a froum for statistical, quantitative, and accounting analyses of issues in financial analysis and planning in terms of finance, accounting, and economic data.

Author : Cheng F. Lee,Alice C. Lee
Publisher : Center for PBBEFR & Airiti Press
Page : 128 pages
File Size : 41,5 Mb
Release : 2015-01-01
Category : Business & Economics
ISBN : 9789865663612

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Advances in Financial Planning and Forecasting (New Series) Vol．6 by Cheng F. Lee,Alice C. Lee Pdf

Advances in Financial Planning and Froecasting (New Series) is an annual publication designed to disseminate developments in the area of financial analysis, planning, and forecasting. The publication is a froum for statistical, quantitative, and accounting analyses of issues in financial analysis and planning in terms of finance, accounting, and economic data.

Author : Paul H. Sutherland
Publisher : American Animal Hosp Assoc
Page : 226 pages
File Size : 40,5 Mb
Release : 2014-05-14
Category : Medical
ISBN : 9781583261705

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A Veterinarian's Guide to Financial Planning by Paul H. Sutherland Pdf

Author : David Grau, Sr.
Publisher : John Wiley & Sons
Page : 224 pages
File Size : 45,6 Mb
Release : 2014-06-02
Category : Business & Economics
ISBN : 9781118866429

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Succession Planning for Financial Advisors by David Grau, Sr. Pdf

This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.

Author : David Edward Marcinko,Hope Rachel Hetico
Publisher : CRC Press
Page : 744 pages
File Size : 41,5 Mb
Release : 2014-12-09
Category : Business & Economics
ISBN : 9781482240290

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Comprehensive Financial Planning Strategies for Doctors and Advisors by David Edward Marcinko,Hope Rachel Hetico Pdf

Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.Traditional g

Author : John P. Napolitano
Publisher : Penguin
Page : 356 pages
File Size : 55,7 Mb
Release : 2007
Category : Business & Economics
ISBN : 1592576869

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The Complete Idiot's Guide to Success as a Personal Financial Planner by John P. Napolitano Pdf

According to the U.S. Office of Statistics, financial planning is one of the fastest-growing careers in America today. Over 200,000 financial presently work in the marketplace, and the growth rate continues in the double digits. Of those financial planners, over 40 percent are self-employed or outside affiliates with financial institutions. Certified financial planners usually come from financial backgrounds, including accountants, bankers, MBAs, or brokers. But what do you need to become a CFPr and how can you make it a successful career path? The Complete Idiot's Guide to Success as a Personal Financial Planner has it all.

Author : Mitch Anthony,Paul Armson
Publisher : John Wiley & Sons
Page : 248 pages
File Size : 52,9 Mb
Release : 2020-11-03
Category : Business & Economics
ISBN : 9781119709091

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Life Centered Financial Planning by Mitch Anthony,Paul Armson Pdf

Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.

Author : John Garza
Publisher : Useful Publications
Page : 177 pages
File Size : 53,5 Mb
Release : 2009
Category : Education
ISBN : 9780980218305

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The High School Student's Introduction to Financial Planning by John Garza Pdf

Author : Michael Goldberg
Publisher : John Wiley & Sons
Page : 304 pages
File Size : 50,7 Mb
Release : 2020-04-07
Category : Business & Economics
ISBN : 9781119649090

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Knockout Networking for Financial Advisors and Other Sales Producers by Michael Goldberg Pdf

90% of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. And nobody in their firm, agency, branch, or shop trains them how! Knockout Networking for Financial Advisors is the only book written for sales producers in the financial services industry focused on making more connections through networking In the wake of the COVID 19 pandemic, networking, developing relationships, generating referrals, and making important connections are as important as ever. The ideas and approaches in Knock Out Networking for Financial Advisors can be applied immediately to virtual meetings, online networking groups, social media, podcasts, and of course, phone calls. The problem is, most advisors and sales producers are not born networkers; they develop the skills and confidence through education, training, practice, and having a positive attitude. Knockout Networking for Financial Advisors covers everything you need to know about going to the right places (virtual or not!), saying the right things, and meeting the right people―essential skills for a financial advisor or sales producer that's serious about making more and better connections! The result? More prospects, more referrals, and more business. Author Michael Goldberg is a networking specialist, speaker, trainer, author (and boxer!) focused on helping financial advisors, brokers, agents, reps, wholesalers, and other sales producers grow their business or practice through networking. In this must read if youre a financial advisor book, you will learn how to: Confidently meet and greet new people in business settings Further define your Target Market to establish more and better connections Deliver a knockout elevator speech (not a script!) Generate more prospects and referrals from current client base Establish important relationships generating more business opportunities Bottom line, networking is the most effective way to attract more prospects, more referrals, and more business to your corner. Rememberkeep the left up!